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Account Manager - Commercial Lines

San Diego, CA

Post Date: 06/13/2017 Job ID: 15031 Industry: Insurance

Commercial Lines Account Manager needed for firm located in Downtown, San Diego. The qualified candidate must have a minimum 3-6 years progressively responsible Insurance Account Management experience and hold an   active Property & Casualty license. A college degree is desirable and insurance designations are highly desirable (CISR, CRIS, etc.)

This is a direct hire position and salary depends on experience.

The Account Manager (AM) is a customer’ s main contact person in the agency. The AM must become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well served. 

Job duties can include: 
  • Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
  • Develop marketing plan with Senior Account Manager and/or producer and insured. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients.
  • Work with Loss Control, Claims Department and Carriers to address and resolve complex or significant risk control and claims issues.
  • Conduct contract and lease reviews to advise client on risk and compliance issues.
  • Maintain positive client and insurance company relationships.
  • Explain payment requirements to new and existing clients and provide past due follow-up.
  • Prepare for and conduct weekly HPT (High Performance Team) meetings.
  • Request new, renewal and endorsement transactions.
  • Submit endorsement requests to insurance company.
  • Process endorsement transactions.
  • Issue auto ID cards.
  • Billing and Cancellation Issues.
  • Reconcile Audits.
  • Contract Review.

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498